MINNEAPOLIS, Minnesota (April 24, 2019) – RBC Wealth Management, one of the nation’s largest full-service wealth management firms, recently welcomed a new financial advisor to the Sugar Land office, according to Jeff Heberling, Director of the branch. The Sugar Land branch is a part of the Texas Complex, led by Andy Teller.
Harold “Chip” Green, Senior Vice President – Financial Advisor, joins with 31 years of industry experience. He manages approximately $120 million in retail and institutional assets, with $1.1 million in production. He joins RBC from Raymond James.
“After much thought, I made the decision to join RBC Wealth Management because of the firm’s client-first, advisory friendly culture,” said Green. “In addition, RBC has a strong leadership team and places an emphasis on taking a comprehensive approach to wealth management, which is important to my clients.”
“We are excited to welcome Chip to our Sugar Land branch,” said Heberling. “He is well-respected in the area and brings a wealth of experience and industry knowledge to the firm.”
In February, Sugar Land welcomed Rama Gali CFP®, Senior Vice President – Financial Advisor, who joined from UBS.
In the United States, RBC Wealth Management operates as a division of RBC Capital Markets, LLC. Founded in 1909, RBC Capital Markets, LLC is a member of the New York Stock Exchange, the Financial Industry Regulatory Authority, the Securities Investor Protection Corporation, and other major securities exchanges. RBC Wealth Management has $358 billion in total client assets with approximately 1,800 financial advisors operating in 200 locations in 42 states.
Jonell Lundquist, RBC Wealth Management, 612-371-2239, or Jonell.lundquist@rbc.com
Investment and insurance products offered through RBC Wealth Management are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested.